Cosec User

• Cosec User Overview
• Signature
• Assistants
  • Creating An Assistant
  • Assign Assistant to a Client
  • Change or Remove Assistant to a Client
  • Assigning multiple clients to an assistant
• Clients
  • Add New Client
  • Edit Client
  • Assigning New Clients Task to Assistant
• Library
  • People
  • Entities
  • Auditors
• Client Menu
  • Overview
  • Client Information
  • Register of Members
    • How To Register An Individual
    • How To Register An Entity
    • Register A Client as Member
    • Shares Transaction
    • Shares Type
    • Dividend Voucher
    • Generate Register
    • Shares Allotment
  • Register of Substantial Shareholdings
  • Register of Beneficial Owners
  • Register of Directors
  • Register of Managers
  • Auditors
  • Register of Charges
  • Storeroom
• Templates
  • Applying Templates For A Client
  • Editing Templates